Weekly Update (Vylor, CTVA, WDC)
This week, I closed out my WDC recommendation. Not because I’ve soured on the stock, but because my “demerger arbitrage” thesis has played out, and...
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Western Digital (WDC US): Synthetic Expert Call Transcript (02 Sep 2026)
The structural and operational friction of the Western Digital (WDC) and SanDisk (SNDK) separation has been significantly underestimated. While...
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WDC: Closing Out a 588% Winner
I’m closing out my WDC recommendation. Not because I’ve soured on the stock, but because my “demerger arbitrage” thesis has played out, and I want...
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Western Digital’s Next Big Storage Bet — Can HAMR And UltraSMR Reshape Capacity?
Western Digital Corporation reported strong financial performance for fiscal year 2026, driven by a focused strategy as a pure-play hard disk...
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Aequitas: SK Hynix ADR Listing - Part 2 - The Quest for a US$1tn+ Valuation
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. In this note, we have a look at the...
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